About Matthew Swatek

Matthew Swatek is originally from the Chicago area and graduated from the University of Kansas. He services the Springfield, Missouri area with nearly two decades of industry experience and has an extensive knowledge of workplace retirement plans for high net-worth individuals.

Thank You, Senator Roth

Thank You, Senator Roth

Mirror, mirror on the wall, what’s the future tax rate for them all? No one quite knows how much their tax rate on retirement assets will be over a possible 30-year retirement. What we do know is the term “tax-free”…

My Personal Experience with Long Term Care

My Personal Experience with Long Term Care

I am a firm believer that witnessing a family member’s painful experience will shape your outlook and prompt you to do everything in your power to protect yourself from experiencing that same pain. After a lifetime of hard work (and…